Press Coverage

Some of our recent press coverage – click on a publication:

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FEATURED STORY

International-Adviser-March-2016-Spread

A third way: Turning their backs on commission

By Kirsten Hastings | Added 25th February 2016

James Pearcy-Caldwell, co-founder Aisa, explains why he backs fees over commissions and how his evolving network offers a halfway house for advisers working in Europe.

When former RAF pilot James Pearcy-Caldwell set up financial planning firm Aisa (pronounced A-isa) with business partner Clive Tutton in 1999, they took the unusual step at the time of implementing a fee-only payment structure.

“We have tried to be transparent with clients right from the beginning, so Aisa was set up with a view of being fees-based,” says Pearcy-Caldwell.

The company initially allowed advisers joining the business, who had previously earned commissions, to continue to do so; although this was phased out in 2011. Pearcy-Caldwell and Tutton, however, have always worked on a fee basis.

Aisa, which stands for advanced independent specialist advice, operates in the UK as a chartered financial planning firm and as a certified financial planner in the US; regulated by the Financial Conduct Authority and Securities and Exchange Commission, respectively…

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international-investment

Standard Bearer

By Gary Robinson
Published November 2016

James Pearcy-Caldwell of Aisa International, named the first-ever ‘Best Best-Practice’ award winner at International Investment’s 17th annual International Fund & Product Awards, tells how his company is bringing “best practice” approach to new frontiers.

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International Investment November 2016





international adviser

Viewpoint: Offshore financial advice in the post-ROPS, super-transparent era

By James Pearcy-Caldwell
26th April 2017

Expert comment: Aisa International’s James Pearcy-Caldwell, MBMG’s Paul Gambles and Montfort International’s Geraint Davies share their thoughts…

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international-investment

International Investment Awards 2016Best Best-Practice

International Investment Awards 2016

Introduced to reflect the challenges and opportunities facing industry professionals as regulatory regimes tighten across the globe and end clients become more demanding in regards to transparency of offerings, this category winner was selected to encourage and foster best-practice attitudes in the community.

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international adviser

International Adviser Awards 2017

Aisa Professional – Winner – Excellence in Investment Planning

Watch Geordie Bulmer talking about winning this award here. Then read the full article by clicking on the link below, you’ll find us on page 6.

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international adviser

The naked truth about MiFID II

By Shane Wood
Added 19th May 2017

The realities of Mifid II are beginning to dawn as advisers across Europe start to realise that commission transparency will be led by product providers, which could leave them feeling a bit exposed, says Shane Wood, business…

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international-investment

International AdviserSubject to Change

By James Pearcy-Caldwell
Published December 2016

When investing money on behalf of clients, one of the main concerns is avoiding areas of uncertainty. However, 2017 starts with uncertainty and the US, the UK, the rest of the European Union (rEU) and China, with banking, inflation, government debt and the highest worldwide trending word of 2016 Brexit.

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international adviser

Driving advice in Europe from sales to profession

By Chris Lean
Added 27th October 2017

Advisers in Europe need to embrace the hurricane of legislation that is about to hit them or risk “driving their business into a cul-de-sac with no reverse gear…

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international adviser

Back to basics: life insurance key part of financial planning

By Kirsten Hastings
Added 1st Sept 2017

IHT planning, nil rate bands and replacing pension scheme death benefits are some of the reasons life insurance needs to remain a core part of financial planning…

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international adviser

Hurricane of legislation to hit advisers

By Kirsten Hastings
Added 28th Sept 2017

A hurricane of difficult regulation is to going hit the European financial advice industry, and for some companies and countries it is already too late…

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international adviser

Aisa moves into South Africa with fee-based firm

By Monira Matin
Added 4th January 2017

Cross-border financial planning firm Aisa International has expanded into South Africa after being granted a licence by the country’s financial services regulator…

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international adviser

Three financial adviser initiatives: Aisa

By Mark Battersby
Added 15th June 2016

In the second of our series of insights from financial advisers across the world, James Pearcy-Caldwell, co-founder of financial planning firm Aisa, sets out three initiatives he is taking to…

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international adviser

What is the future for QROPS advice?

By International Adviser
Added 10th April 2014

James Caldwell of the UK advisory firm Aisa Professional and Christopher Lean of Opes Fidelio Aisa’s global network arm look at what the Budget changes will mean for QROPS. In a sentence or two…

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international adviser

Trusts are new tool in Czech Republic

By International Adviser
Published 15th January 2014

Since the beginning of January wealth managers in the Czech Republic have been able to make use of trusts for the first time following extensive changes to the country’s civil laws…

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international adviser

The Czech Republic’s new trust law

By International Adviser
Published 22nd January 2014

The Czech Republic’s trust law is just 23 days old today but already wealth managers there and elsewhere are keen to learn more about it. Here five Czech based experts who were involved…

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Professional Adviser

Revealed: All the winners at the 2017 Retirement Planner Awards

Aisa Professional, Central Wealth Planning, Mazars and Rowley Turton emerged as the four regional winners of the Best Individual Pension Firm accolade at the 2017 Retirement Planner Awards while…

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John-Reid-RP-2017-Pension-Award
RP Award 2017


new-model-adviser

Geordie BulmerAdviser Profile: Geordie Bulmer of Aisa Group

By Tim Cooper
Published 11 March 2016

The sky is the limit for adviser and competitive skydiver Geordie Bulmer who, having worked under the wing of Wiltshire-based Aisa’s chief executive James Pearcy-Caldwell, is preparing to launch his own retirement planning business. Bulmer joined the group in 2009 and rose quickly…

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new-model-adviser

The Accumulator: Geordie Bulmer of Aisa Professional

By Geordie Bulmer
Published 19 January 2016

Aisa Professional’s Geordie Bulmer mixes investment vehicles to maximise tax efficiency. Every client has different assets and objectives, which can change depending on circumstances…

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ft-adviser

Advice firm admits website contains inaccuracies

By Ruth Gillbe
Published 20 January 2016

Tim Searle, chairman of Globaleye, said his firm gives the most up to date information it can and added “with the fluidity of Qrops/Qnups it is easy to get out of date”. He made these comments…

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ft-adviser

Diary of an adviser: Geordie Bulmer of Aisa Professional

By Geordie Bulmer
Published 1 May 2013

Monday. Afternoon included a meeting with a pension consultant where I explained my strategy for auto enrolment. We are setting up a new venture called Aisa Corporate Benefits…

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Finance Monthly

Geordie Bulmer & Inheritance Tax Planning In The UK

Geordie Bulmer is the UK winner in the Inheritance Tax Planning Adviser of the Year category in Finance Monthly’s 2018 Taxation Awards. We caught up with him this month to hear about his win and his work within inheritance tax planning.

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money observer

Which safe haven assets are worth their weight in gold?

By Jennifer Hill
Published 9 Oct 2017

Stock markets in the developed world have been on a winning streak for more than 100 months – far longer than the average bull run of 64 months. The S&P 500 has risen nearly 350 per cent…

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money observer

Isas versus Sipps: which is best over 40 years?

By Jennifer Hill
Published 9 Oct 2017

When it comes to drawing an income in retirement, there is one stark diff erence between an Isa and a Sipp: withdrawals from an Isa are tax-free, while only 25 per cent of your pension…

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financial-planner

Real Life Case Study: James Pearcy-Caldwell of Aisa

By James Pearcy-Caldwell
Published 8 May 2014

Gavin and Ruth, both aged 53, moved out of the UK on the 15 April 2010 to Cyprus, where they have lived in rented accommodation since. They return occasionally to the UK, but no longer…

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Heroes.com

James pearcy-CaldwellProfile: James Caldwell

By Louise Proddow

This ex-Airforce pilot exhibits all the dedication and drive that turns an online venture into an online success. He not only spent two years becoming an IFA, but created the AISA Direct site, which provides internet-based mass market insurance services himself.

If you thought the world of financial services was boring, think again…

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